Alan David Lourie

Vanguard Tax Exempt MM Fund 1 — Int/Div

Vanguard Tax Exempt MM Fund 2 — Int/Div

Franklin Templeton Mutual Shares Fund — Int/Div

Vanguard Health Care Fund — Int/Div

T Rowe Price Cap Appreciation Fund — Int/Div — sale — VIII

T Rowe Price Cap Appreciation Fund — sale — VIII

T Rowe Price Cap Appreciation Fund — sale — VIII

T Rowe Price Cap Appreciation Fund — buy

Vamguard Windsor II Fund — Int/Div

Vanguard Intermed Tax Exempt Fund — Int/Div — sell

Vanguard ST Bond Index Fund — Int/Div — buy

TIAA-CREF — Interest — pO" al — VIII

PNC Bank checking account — Interest

US Treasury Notes — Interest

Vanguard 500 Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Fidelity Cap Appreciation Fund — Int/Div

Fidelity Value Fund — Int/Div

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

Vanguard Ltd Term Tax Exempt Fund 2 — Int/Div — sell

T Rowe Price Tax Free IM Bond Fund (became Summit TF IM Fd — Int/Div — buy

T Rowe Price Tax Free IM Bond Fund (became Summit TF IM Fd — buy

T Rowe Price Tax Free IM Bond Fund (became Summit TF IM Fd — buy

T Rowe Price Tax Free IM Bond Fund (became Summit TF IM Fd — buy

Vanguard Equity Income Fund — Int/Div

T Rowe Price Equity Income Fund — Int/Div

T Rowe Price Short Term Bond Fund — Int/Div — sale — VIII

T Rowe Price Short Term Bond Fund — sale — VIII

T Rowe Price Short Term Bond Fund — sale — VIII

Vanguard ST Tax Exempt Fund 1 — Int/Div

Vanguard ST Tax Exempt Fund 2 — Int/Div

Vanguard Limited Term TE Fund — Int/Div — buy

Vanguard Interined TE Fund — Int/Div — buy

Trust 1 (2 items)

Vanguard Money Market Fund — Int/Div — sell

PNC Bank checking account — None

Trust2

Vanguard Tax Exempt Money Market Fund — Int/Div — sell

Trustee (now terminated), Trust #2

Member, Temple Law School Board of Visitors

Agreement — 4/6/90 — GlaxoSmithKline, successor to former employer, provides pension and retiree group health and life insurance

Reimbursement — Joint Patent Law Associations — New York, New York, May 1, planefare and lunch for conference at which I spoke

Reimbursement — New York Intell Prop Law Assoc — New York, New York, March 24-25, trainfare, hotel, and meals at annual judges dinner

Income — Jan-Dec — GlaxoSmithKline pension — $ 88273

Items $5, 6, 7, 12, 29, 30, and 31 in Part VII do not provide gains in D4, because they were within an IRA or a rollover so that there was no recognized gain.